See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,866 | $91,190-46.4% | $178,490-72.6% | $79,858-38.8% |
| Participation rate | 46.2% | 69.2%-23.0pp | 81.9%-35.8pp | 69.6%-23.5pp |
| Annual return | 18.68% | 24.19%-5.5pp | 151.07%-132.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $755 | $3,256-76.8% | $5,011-84.9% | $2,471-69.4% |
| Participant deferral / active EE | $1,313 | $3,236-59.4% | $5,202-74.8% | $3,740-64.9% |
| Admin fee / account holder | $228 | $6,751-96.6% | $13,984-98.4% | $5,306-95.7% |